Comprehensive Business Advisor, LLC

You know what the books told you, but do you wonder what top financial services professionals have that you don't?
The Street Smart Advantage.
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Agenda and CE

Street Smart Basics

Date Time Event
9/12/2013 7:00 am Continental Breakfast
8:00 - 8:15 am Welcome and Introductions
  8:15 - 9:15 am Estate Planning Considerations
  9:15 - 10:00 am Understanding Life Insurance: Connecting with Your Clients
  10:00-10:15 am Refreshment Break
  10:15-11:00 am Succession Planning in the Current Environment
  11:00-11:45 am Qualified and Nonqualified Benefit Plans for the Closely Held Business
  11:45-12 pm Wrap Up
  12 pm Adjourn - Lunch for Students attending combined course
Street Smart Advantage
Date Time Event
9/12/2013 1:00-1:30 pm Welcome and Case Study Review, Q & A with instructors
1:30-3:00 pm Workshop 1: Estate Planning or Business Planning
  3:00-3:15 pm Refreshment Break
  3:15-4:45 Workshop 2: Estate Planning or Business Planning
  4:45 pm Adjourn Formal Session
  6:00-7:30 pm Working Dinner
  7:30 - ? pm Individual Team Work Sessions
9/13/2013 7:00-8:30 am Working Breakfast
  8:30-10:00 am Workshop 3: Qualified Plans or Nonqualified Plans
  10:00-10:15 am Refreshment Break
  10:15-11:45 am Workshop 4: Qualified Plans or Nonqualified Plans
  11:45 am Adjourn Formal Sessions
  12:00-2:30 pm Lunch and Team Work Sessions
  2:30-4:00 pm Team Presentations and Feedback
  4:00 pm Adjourn

Continuing Education Credit:

Street Smart Basics Plus has been approved for 4 hours of continuing education credit and Street Smart Advantage has been approved for 7 hours of continuing eduction credit in the following states: MO, MN, WI. 

Credit for both Street Smart Basics Plus and Street Smart Advantage is pending in the following states: GA, IA, IL, KS, KY, ME, NJ, ND, OH, OK, PA, and TN, with more states coming soon!
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